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JFS Wealth Advisors’s Baxter International BAX Stock Holding History

JFS Wealth Advisors’s Portfolio BAX Stock Details BAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.32K Hold
62
– – ﹤0.01% 1736
2026
Q1 		$1.04K Hold
62
– – ﹤0.01% 1662
2025
Q4 		$1.19K Buy
62
+57
+1,140% +$1.14K ﹤0.01% 1674
2025
Q3 		$114 Sell
5
-118
-96% -$2.99K ﹤0.01% 1840
2025
Q2 		$3.73K Buy
123
+65
+112% +$1.97K ﹤0.01% 1189
2025
Q1 		$1.99K Buy
58
+38
+190% +$1.24K ﹤0.01% 1466
2024
Q4 		$584 Sell
20
-134
-87% -$4.51K ﹤0.01% 1758
2024
Q3 		$5.85K Buy
154
+59
+62% +$2.17K ﹤0.01% 1066
2024
Q2 		$3.18K Buy
95
+43
+83% +$1.58K ﹤0.01% 1249
2024
Q1 		$2.22K Hold
52
– – ﹤0.01% 1404
2023
Q4 		$2.01K Hold
52
– – ﹤0.01% 1432
2023
Q3 		$1.96K Sell
52
-85
-62% -$3.62K ﹤0.01% 1367
2023
Q2 		$6.24K Buy
137
+116
+552% +$5.05K ﹤0.01% 905
2023
Q1 		$852 Sell
21
-98
-82% -$4.16K ﹤0.01% 1625
2022
Q4 		$6.07K Sell
119
-27
-18% -$1.45K ﹤0.01% 917
2022
Q3 		$8K Buy
146
+117
+403% +$7.04K ﹤0.01% 789
2022
Q2 		$2K Sell
29
-82
-74% -$5.95K ﹤0.01% 1281
2022
Q1 		$9K Buy
111
+73
+192% +$6.11K ﹤0.01% 803
2021
Q4 		$3K Buy
+38
New +$3.06K ﹤0.01% 913
2016
Q3 		– Sell
-89
Closed -$4K – 482
2016
Q2 		$4K Sell
89
-2,583
-97% -$113K ﹤0.01% 439
2016
Q1 		$110K Sell
2,672
-269
-9% -$10.3K 0.03% 168
2015
Q4 		$113K Buy
2,941
+225
+8% +$8.22K 0.03% 169
2015
Q3 		$89K Sell
2,716
-2,610
-49% -$98.8K 0.04% 164
2015
Q2 		$202K Buy
+5,326
New +$199K 0.1% 92
2014
Q2 		– Sell
-9,389
Closed -$375K – 474
2014
Q1 		$375K Sell
9,389
-5,602
-37% -$209K 0.21% 67
2013
Q4 		$566K Buy
+14,991
New +$544K 0.25% 66

Other funds holding BAX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JFS Wealth Advisors's BAX Position: Q2 2026 in Review

JFS Wealth Advisors held its Baxter International (BAX) position steady in Q2 2026 at 62 shares worth $1.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1736.

JFS Wealth Advisors first reported a position in BAX in Q4 2013 and has held it in 26 quarters since. The position peaked at $566K in Q4 2013. 684 funds tracked by Wall St. Rank hold BAX as of Q2 2026.

  • JFS Wealth Advisors held 62 shares of Baxter International worth $1.32K as of Q2 2026.
  • JFS Wealth Advisors left its Baxter International share count unchanged in Q2 2026.
  • Baxter International made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1736 holding.
  • JFS Wealth Advisors first reported a position in Baxter International in Q4 2013 and has held it in 26 quarters since.
  • JFS Wealth Advisors's Baxter International position peaked at $566K in Q4 2013.
  • 684 funds tracked by Wall St. Rank held Baxter International as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.